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Winnebago Industries

265 hedge funds and large institutions have $2.32B invested in Winnebago Industries in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $1.8B → $2.32B (+$519M)

22% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25M

5% more funds holding

Funds holding: 252265 (+13)

1.6% more ownership

Funds ownership: 88.33%89.93% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
75
Reduced
96
Closed
34
Calls
$30.4M
Puts
$25M
Net Calls
+$5.4M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$430M +$19.5M +269,653 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M +$10.1M +140,596 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$131M +$21.8M +302,328 +21%
JP Morgan Chase
4
JP Morgan Chase
New York
$131M +$5.76M +79,810 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$121M -$6.42M -89,007 -5%
CB
6
Cooke & Bieler
Pennsylvania
$119M -$1.22M -16,946 -1%
PCM
7
Punch Card Management
Florida
$78.5M
State Street
8
State Street
Massachusetts
$77.4M +$1.62M +22,428 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$59.9M +$45.3M +628,343 +412%
CCM
10
Candlestick Capital Management
Connecticut
$43.7M -$2.1M -29,130 -5%
ICOM
11
Investment Counselors of Maryland
Maryland
$41.7M +$1.31M +18,219 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.5M +$2.67M +36,988 +8%
RA
13
Royce & Associates
New York
$38.4M -$9.28M -128,607 -20%
Northern Trust
14
Northern Trust
Illinois
$30.9M -$1.23M -17,114 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.8M -$552K -7,647 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$30.4M +$5.53M +76,586 +25%
Norges Bank
17
Norges Bank
Norway
$27.4M +$4.72M +65,480 +22%
Goldman Sachs
18
Goldman Sachs
New York
$25M +$580K +8,035 +3%
CGM
19
Capital Growth Management
Massachusetts
$23.4M -$6.49M -90,000 -23%
Charles Schwab
20
Charles Schwab
California
$22.9M -$227K -3,146 -1%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.3M -$102K -1,417 -0.5%
PCM
22
Peregrine Capital Management
Minnesota
$21.1M -$700K -9,708 -3%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$20.4M -$4.04M -55,939 -17%
EA
24
Emerald Advisers
Pennsylvania
$20.4M -$2.85M -39,501 -13%
Principal Financial Group
25
Principal Financial Group
Iowa
$18.3M -$105K -1,451 -0.6%

WGO Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2021, worth a combined $2.32B — up 29% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WGO positions and 34 closed out — a net gain of 15 holders — while 75 added to existing stakes and 96 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $38.8M.

  • 265 institutional investors held Winnebago Industries (WGO) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $2.32B of Winnebago Industries stock for Q1 2021, up 29% quarter-over-quarter.
  • 49 funds opened new Winnebago Industries positions in Q1 2021 and 34 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q1 2021 was Citadel Advisors, an estimated $45.3M added.
  • The largest Winnebago Industries seller in Q1 2021 was Morgan Stanley, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2021.